Investment manager


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Investment manager

The individual who manages a portfolio of investments. Also called a portfolio manager or a money manager.

Investment Manager

A person or, more often, a bank or business who controls an investment portfolio on behalf of a client. Investment managers make investment decisions on behalf of the client in accordance to the parameters set by the client. The goal is to make the most profit for the client as possible. Some investment managers have more autonomy than others, depending upon the client's needs and desires. Institutional investment managers normally hire a team to work on the different accounts it has under management. Unlike brokers, investment managers are not paid on commission, but rather by a percentage of the total amount of money under management. This gives the investment manager an incentive to work for the client's profit, as the more money the manager accumulates, the more he/she/it makes. An investment manager is also known as a money manager or portfolio manager. See also: Advisory account, Discretionary account, Markowitz Portfolio Theory.
References in periodicals archive ?
Avoiding conflicts of interest practically means refraining from recommending that a client purchase or sell a specific security where the investment manager or a particular client of the investment manager has a personal interest in relation to that security.
As well as using in-house analysts, it is important that a investment manager can consider the views of other third party investment analysts.
Information resources on the institutional investment industry, including a directory of pension fund consultants and investment managers.
The DOL also has concerns about the potential for abuse in index and model-driven fund programs--which the DOL previously had considered as providing investment managers with limited investment discretion--stemming from the DOL's new understanding of the "subtle" exercise of discretion by investment managers permitted by such programs.
Under the terms of the pre-merger 'O' Share Fund Incentive Agreement, each of the ongoing Investment Manager, Mobeus Equity Partners LLP ("Mobeus") and a former Investment Manager, Foresight Group LLP ("Foresight") are entitled to a performance fee equal to 20% of the excess of the value of any realisation of
It provides the data access and research tools required by professional investment managers to manage individual or groups of portfolios while identifying the custodian as the provider of the services.
So, should the investment manager or the plan sponsor do the voting?
We sometimes solicit the advice of the investment manager in whose portfolio the equity is placed.
And you should decide who the investment manager will be.
Koulish offered the following guidelines for selecting an investment manager.
There are no substantial changes in Fitch's approach to rating investment managers, hedge funds, and BDCs, though the expansion in scope to include other alternative investment managers and alternative funds is a major change.
At the recent annual conference of FEI's Committee on the Investment of Employee Benefit Assets, corporate spokesmen and investment managers took up each side of the issue.

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